Anic Equity¶
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Total return since start: 0.549 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47325.75 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45930.77 Kr¶
PnL: ---------------------------------------> -957.8 Kr¶
DD now: ---------------------------------> -2.682 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 12:13:50.814246'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 2.820000 | 3095.000000 | 168.000000 | 5.740000 | 2927.000000 |
| HEBA B | 70 | -0.500000 | 2775.500000 | 139.500000 | 5.290000 | 2636.000010 |
| HMS Networks | 2 | 15.560000 | 799.200000 | 126.200000 | 18.750000 | 673.000000 |
| SAAB B | 8 | 1.130000 | 3446.400000 | 69.400000 | 2.060000 | 3377.000000 |
| MedCap | 2 | 0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.460000 | 390.200000 | 35.200000 | 9.920000 | 355.000000 |
| Intrum | 4 | 5.960000 | 561.800000 | 34.800000 | 6.600000 | 527.000000 |
| AcadeMedia | 12 | -0.610000 | 582.000000 | 25.000000 | 4.490000 | 557.000004 |
| Corem Property Group B | 59 | -3.440000 | 595.900000 | 18.900000 | 3.280000 | 576.999999 |
| Resurs Holding | 22 | -1.720000 | 591.580000 | 17.580000 | 3.060000 | 573.999998 |
| Swedbank A | 3 | -0.600000 | 576.300000 | 12.300000 | 2.180000 | 564.000000 |
| Eastnine | 4 | 0.000000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| OEM International B | 7 | -0.520000 | 534.800000 | 6.800000 | 1.290000 | 527.999997 |
| Securitas B | 6 | -0.540000 | 575.640000 | 5.640000 | 0.990000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.460000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Norva24 Group | 16 | 0.060000 | 546.560000 | 3.560000 | 0.660000 | 543.000000 |
| Boozt | 12 | -0.650000 | 1657.200000 | 3.200000 | 0.190000 | 1653.999996 |
| Karnov Group | 9 | -0.500000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Coor Service Management Hold. | 8 | -0.220000 | 534.000000 | 2.000000 | 0.380000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.870000 | 245.520000 | -0.480000 | -0.200000 | 246.000000 |
| Nordea Bank Abp | 29 | -0.590000 | 3448.680000 | -5.320000 | -0.150000 | 3453.999992 |
| CTEK | 13 | -0.710000 | 525.330000 | -8.670000 | -1.620000 | 533.999999 |
| Handelsbanken A | 5 | -0.880000 | 535.000000 | -11.000000 | -2.010000 | 546.000000 |
| Midsona B | 63 | 0.450000 | 563.850000 | -19.150000 | -3.280000 | 582.999984 |
| Essity B | 2 | -4.040000 | 536.600000 | -37.400000 | -6.520000 | 574.000000 |
| International Petroleum Corp. | 5 | -1.090000 | 546.500000 | -48.070000 | -8.080000 | 594.565215 |
| Beijer Electronics Group | 26 | -7.120000 | 2917.200000 | -53.800000 | -1.810000 | 2971.000006 |
| Essity A | 4 | -3.220000 | 1082.000000 | -67.000000 | -5.830000 | 1149.000000 |
| Vivesto | 1368 | 2.150000 | 545.010000 | -67.990000 | -11.090000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.190000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 0.580000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| OX2 | 18 | 0.580000 | 1411.200000 | -252.800000 | -15.190000 | 1663.999992 |
| Axfood | 13 | -3.200000 | 3461.900000 | -294.100000 | -7.830000 | 3756.000001 |
| Ovzon | 52 | 0.560000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45930.770000 | -957.800000 | -2.68177% | 46888.564618 |
Updated:¶
'2023-01-26 12:14:03.828080'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
